Who Owns WISDOMTREE TR (DWM)? -- Institutional Holders (2026-03-31)
138 institutions reported holding $392.9M of WISDOMTREE TR (DWM) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($66.4M), LPL Financial LLC ($33.3M), WELLS FARGO & COMPANY/MN ($30.2M), LRI Investments, LLC ($27.0M), BANK OF AMERICA CORP /DE/ ($26.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $66.4M | 950,131 | Trimmed |
| 2 | LPL Financial LLC | $33.3M | 476,008 | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $30.2M | 431,853 | Added |
| 4 | LRI Investments, LLC | $27.0M | 386,546 | Hold |
| 5 | BANK OF AMERICA CORP /DE/ | $26.9M | 385,118 | Trimmed |
| 6 | Valmark Advisers, Inc. | $21.6M | 309,543 | Added |
| 7 | UBS Group AG | $15.4M | 220,766 | Added |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $14.7M | 208,173 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $7.8M | 111,713 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $7.5M | 107,653 | Trimmed |
| 11 | MOLLER WEALTH PARTNERS | $6.9M | 98,295 | Trimmed |
| 12 | FLOW TRADERS U.S. LLC | $6.7M | 95,342 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $6.2M | 89,090 | Added |
| 14 | AMERIPRISE FINANCIAL INC | $6.2M | 88,851 | Added |
| 15 | Cetera Investment Advisers | $5.9M | 84,255 | Added |
| 16 | NewSquare Capital LLC | $5.3M | 76,369 | Added |
| 17 | JFS WEALTH ADVISORS, LLC | $4.6M | 65,890 | Trimmed |
| 18 | Key Financial Inc | $4.5M | 63,808 | Added |
| 19 | MML INVESTORS SERVICES, LLC | $4.5M | 63,806 | Trimmed |
| 20 | Smallwood Wealth Investment Management, LLC | $4.0M | 57,609 | Added |
| 21 | MISSION WEALTH MANAGEMENT, LP | $4.0M | 57,071 | Trimmed |
| 22 | Merit Financial Group, LLC | $4.0M | 56,932 | Added |
| 23 | HBK Sorce Advisory LLC | $3.9M | 52,749 | Trimmed |
| 24 | CIBC WORLD MARKET INC. | $3.8M | 53,660 | Added |
| 25 | Phillip James Consulting Co. | $3.0M | 37,269 | New |
Source: SEC Form 13F filings · as of 2026-03-31